Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Starr is a financial advisor with over 10 years of experience in the industry. Dean is currently registered with LPL Financial LLC as a Registered Representative in New York. Dean has held previous roles with M&T Securities, Inc., HSBC Securities (USA) Inc., MetLife Securities Inc., and Pruco Securities, LLC. Dean holds the Series 6, 7, 63, and 65 licenses. Dean is registered in 22 states and specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and consulting and other non-discretionary advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/09/2021 - Present
LPL Financial LLC (NEW YORK NY)
NY
06/03/2020 - 06/09/2021
M&T SECURITIES, INC. (NEW YORK NY)
NY
04/22/2016 - 06/03/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
12/23/2011 - 04/21/2016
METLIFE SECURITIES INC. (EAST HILLS NY)
NY
03/04/2011 - 06/03/2011
PRUCO SECURITIES, LLC. (HOWARD BEACH NY)
IA
Issued 06/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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